JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership99,471 shares
Latest Disclosed Value $ 29,260,454
First Foundation Advisors reports 0.42% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 99,471 shares of JPMorgan Chase & Co. (US:JPM) valued at $29,260,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 99,054 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.42% during the quarter. The current value of the position is $29,925,850 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 99,471 417 0.42 29,260 -8.32 1.1781
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 99,054 -9,000 -8.33 31,917 -6.36 1.2026
2025-11-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 108,054 -8,231 -7.08 34,083 1.10 1.2597
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 116,285 -4,210 -3.49 33,712 14.06 1.2492
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 120,495 -6,952 -5.45 29,557 -3.25 1.2031
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 127,447 -4,398 -3.34 30,550 9.89 1.1495
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 131,845 -6,697 -4.83 27,801 -0.79 1.0472
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 138,542 -3,492 -2.46 28,022 -1.50 1.0708
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 142,034 -5,716 -3.87 28,449 13.20 1.1384
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 147,750 -10,758 -6.79 25,132 9.34 1.1452
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 158,508 -14,337 -8.29 22,987 -8.56 1.0738
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 172,845 -13,362 -7.18 25,139 3.60 1.0863
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 186,207 -45,789 -19.74 24,265 -22.01 1.1157
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 231,996 -14,088 -5.72 31,111 20.98 1.4899
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 246,084 -1,959 -0.79 25,716 -7.93 1.2593
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 248,043 21,437 9.46 27,932 -9.58 1.2338
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 226,606 19,666 9.50 30,891 -5.73 1.1152
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 206,940 -2,639 -1.26 32,769 -4.48 1.1262
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 209,579 8,300 4.12 34,306 9.58 1.2805
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 201,279 1,951 0.98 31,307 3.17 1.2056
2021-05-18 2021-03-31 13F JPMORGAN CHASE COM 46625H100 199,328 -9,307 -4.46 30,344 14.46 1.3011
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 208,635 197 0.09 26,511 32.12 1.1753
2020-11-12 2020-09-30 13F JPMorgan Chase COM 46625H100 208,438 4,539 2.23 20,066 4.62 0.9311
2020-08-14 2020-06-30 13F JPMorgan Chase COM 46625H100 203,899 -1,795 -0.87 19,179 3.56 0.9887
2020-05-11 2020-03-31 13F JPMorgan Chase COM 46625H100 205,694 3,343 1.65 18,519 -34.35 1.1348
2020-02-11 2019-12-31 13F JPMorgan Chase COM 46625H100 202,351 -670 -0.33 28,208 18.05 1.3957
2019-11-12 2019-09-30 13F JPMorgan Chase COM 46625H100 203,021 -88,606 -30.38 23,894 -26.71 1.2756
2019-08-14 2019-06-30 13F JPMorgan Chase COM 46625H100 291,627 45,735 18.60 32,604 30.98 1.8257
2019-05-13 2019-03-31 13F JPMorgan Chase COM 46625H100 245,892 124,815 103.09 24,892 110.59 1.4753
2019-02-14 2018-12-31 13F JPMorgan Chase COM 46625H100 121,077 9,223 8.25 11,820 -6.35 0.7461
2018-11-13 2018-09-30 13F JPMorgan Chase COM 46625H100 111,854 -1,231 -1.09 12,622 7.12 0.6985
2018-08-14 2018-06-30 13F JPMorgan Chase COM 46625H100 113,085 3,459 3.16 11,783 -2.26 0.6924
2018-05-15 2018-03-31 13F JPMorgan Chase COM 46625H100 109,626 -1,009 -0.91 12,056 1.90 0.6727
2018-02-14 2017-12-31 13F JPMorgan Chase COM 46625H100 110,635 -42 -0.04 11,831 11.92 0.6385
2017-11-14 2017-09-30 13F JPMorgan Chase COM 46625H100 110,677 5,526 5.26 10,571 9.99 0.5998
2017-08-14 2017-06-30 13F JPMorgan Chase COM 46625H100 105,151 2,008 1.95 9,611 6.08 0.5653
2017-05-05 2017-03-31 13F JPMorgan Chase COM 46625H100 103,143 94,313 1,068.10 9,060 1,088.98 0.5606
2017-02-14 2016-12-31 13F JPMorgan Chase COM 46625H100 8,830 1,778 25.21 762 62.13 0.0499
2016-11-14 2016-09-30 13F JPMorgan Chase COM 46625H100 7,052 504 7.70 470 15.48 0.0325
2016-08-16 2016-06-30 13F JPMorgan Chase COM 46625H100 6,548 -5,471 -45.52 407 -42.84 0.0292
2016-05-13 2016-03-31 13F JPMorgan Chase COM 46625H100 12,019 -245 -2.00 712 -12.10 0.0517
2016-02-16 2015-12-31 13F JPMorgan Chase COM 46625H100 12,264 2,536 26.07 810 36.59 0.0554
2015-11-16 2015-09-30 13F JPMorgan Chase COM 46625H100 9,728 83 0.86 593 -9.33 0.0487
2015-08-13 2015-06-30 13F JPMorgan Chase COM 46625H100 9,645 -2,743 -22.14 654 -12.80 0.0520
2015-05-14 2015-03-31 13F JPMorgan Chase COM 46625H100 12,388 3,096 33.32 750 29.09 0.0627
2015-02-17 2014-12-31 13F JPMorgan Chase COM 46625H100 9,292 -363 -3.76 581 -0.17 0.0512
2014-11-14 2014-09-30 13F JPMorgan Chase COM 46625H100 9,655 1,920 24.82 582 30.49 0.0579
2014-08-15 2014-06-30 13F JPMorgan Chase COM 46625H100 7,735 271 3.63 446 -1.55 0.0486
2014-05-15 2014-03-31 13F JPMorgan Chase COM 46625H100 7,464 -183 -2.39 453 1.34 0.0562
2014-02-14 2013-12-31 13F JPMorgan Chase COM 46625H100 7,647 837 12.29 447 26.99 0.0601
2013-11-15 2013-09-30 13F JPMorgan Chase COM 46625H100 6,810 1,268 22.88 352 20.14 0.0548
2013-08-09 2013-06-30 13F JPMorgan Chase COM 46625H100 5,542 5,542 293 0.0574
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.